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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| FL | RA | APPROVED | 2019-12-03 |
| MN | RA | APPROVED | 2018-08-17 |
Branch Locations
7900 International Drive Suite 405, Bloomington, MN 55425 • United States
4850 Tamiami Trail North Suite 301, Naples, FL 34103 • United States
Miami Beach, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 10/2017 | 12/2017 |
| Securian Financial Services, Inc. | St. Paul | MN | 12/2017 | 08/2018 |
| Cri Securities, Llc | St. Paul | MN | 12/2017 | 08/2018 |
| Integrated Equity Management, Inc. | Bloomington | MN | 10/2017 | Present |
| Revive Consulting | Miami | FL | 04/2016 | Present |
| Quixotic Properties, Llc | Minneapolis | MN | 09/2016 | Present |
| Commonwealth Financial Network | San Diego | CA | 08/2018 | Present |
1. Founder and Owner, reVive Consulting, LLC, a private entity engaged in offering business consulting services; As of 08/01/2018; Approximately 15% time spent during securities trading hours per month; Conducted at branch location; Not investment related. 2. Co-Owner, Quixotic Properties, LLC, a private entity created for the purpose of owning and managing residential rental property located in St. Paul, MN; As of 08/01/2018; Approximately 5% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 3. Owner, IEM Insurance LLC; a private entity involved in holding term life insurance policies; as of 01/01/2021; 1% of time spent during business hours; Conducted at branch location; Not Investment related. 4. Co-Owner, Integrated Equity Management, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 05/04/2021; 100% of time spent during business hours; Conducted at branch; Investment related. 5. Co-Owner, Quantum 2204, LLC, an entity created for the purpose of buying and managing residential real estate in Miami, FL, as of 04/17/2023; 1% of time spent during business hours; Not Conducted at branch; Investment related. 6. Fixed insurance sales; as of 5/18/2026; 2% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-12 |
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